Financial advice

2023 Customer Survey: Wealth APAC

In 2023, we conducted our annual customer survey, asking all clients for your views on what you value most from Iress and where we can improve. We’re pleased to share here with you the key themes we’ve heard, and how we’re using this feedback to shape an improved software and service experience for you.

Sara Rowe  |  3 min read
15 April 2024

News

Making your sourcing experience magical with Loop

Our mission is to help brokers, intermediaries, and advisers across the UK secure the best mortgage, protection and retirement products for their clients. How we do that is mostly down to you.

Jacqui Durbin  |  2 min read
15 April 2024

People

2023 Customer Survey: Canada

In 2023, we conducted our annual customer survey, asking our clients their views on what they value most from Iress and where we can improve. We’re pleased to share the key themes we have heard and how we’re using this feedback to shape an improved software and service experience for you. It was great to see a big response this year - so thank you!

Sara Rowe  |  2 min read
15 April 2024

Trading

Interoperability: trending in 2024

The race to improve the communication and exchange of data between applications – or interoperability – is at last beginning to bear fruit.

Michael Barbera  |  4 min read
26 March 2024

ESG

Investing in Women: a month of International Women’s Day initiatives

At Iress we’re focused on creating genuine outcomes for long term impact. We decided to make the whole month of March focused on women’s equality, to help build awareness and action for everyone at Iress.

Jess Sayer  |  4 min read
26 March 2024

Iress Industry Voice

Brick by Brick: Adapting to the Needs of Tomorrow

Skipton Building Society's Jonathan Evans talks about the changing housing market and how the industry can learn from the New Build Sector

Jonathan Evans  |  4 min read
25 March 2024

Iress Industry Voice

Bringing Income Protection into Focus

Shepherd's Friendly look at Income Protection and why it is so important in todays market

Shepherds Friendly  |  4 min read
15 January 2024

Iress Industry Voice

Returning lifetime mortgage customers: what patterns have emerged in Q3?

Pure Retirement's Scott Burman looks at the returning lifetime mortgage customers and what patterns have emerged in the reasons behind releasing funds in Q3.

Scott Burman  |  4 min read
18 December 2023